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FCG ADVISORS, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FCG ADVISORS, LLC on JPM, newest first. How the timeline and the estimate are built.

FCG ADVISORS, LLC held 29,033 JPM shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 29,033 shares
    Change vs previous 13F +885 shares

    0.66% of the 13F portfolio, value $2,795,000.

    13F-HR 0000930413-20-002522 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-06-30
    13F 28,148 shares
    Change vs previous 13F -26 shares

    0.69% of the 13F portfolio, value $2,648,000.

    13F-HR 0000930413-20-001848 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-03-31
    13F 28,174 shares
    Change vs previous 13F +126 shares

    0.72% of the 13F portfolio, value $2,537,000.

    13F-HR 0000930413-20-001428 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-12-31
    13F 28,048 shares
    Change vs previous 13F -1,111 shares

    1.12% of the 13F portfolio, value $3,910,000.

    13F-HR 0000930413-20-000169 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-09-30
    13F 29,159 shares
    Change vs previous 13F -436 shares

    1.05% of the 13F portfolio, value $3,432,000.

    13F-HR 0000930413-19-002803 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-06-30
    13F 29,595 shares
    Change vs previous 13F -90 shares

    1.04% of the 13F portfolio, value $3,309,000.

    13F-HR 0000930413-19-002263 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2019-03-31
    13F 29,685 shares
    Change vs previous 13F +191 shares

    0.99% of the 13F portfolio, value $3,005,000.

    13F-HR 0000930413-19-001630 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2018-12-31
    13F 29,494 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,879,000.

    13F-HR 0000930413-19-000521 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).